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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$47.45
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
CBARX vs RLBAX Comparison Chart in %
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CBARX vs. RLBAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. CBARX (1.42B). CBARX pays higher dividends than RLBAX: CBARX (1.55) vs RLBAX (1.18). CBARX was incepted earlier than RLBAX: CBARX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). RLBAX (7.00) and CBARX (6.73) have marching annual gain over last year. CBARX return over 5 years is better than : 43.32 vs. RLBAX (37.04).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 5.035 | 7.651 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.55 | 1.18 | 132% |
| Returns for 1 year | 6.73 | 7.00 | 96% |
| Returns for 3 years | 39.00 | 32.45 | 120% |
| Returns for 5 years | 43.32 | 37.04 | 117% |
| Returns for 10 years | N/A | 58.01 | - |
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